Charts Best Practices

Charts use the reporting engine. Running a pivoted chart is equivalent to running a rollup (grouped) report.

Naming Conventions

Description

  • A description of what and where the chart is used can be extremely useful for audit purposes and peer review tracking.

Unused columns in Reports

In general, it is best to use a report that has only the columns required for the chart.

Data in Charts

Where possible show the value on the graph as a label to simplify the analysis for the User. Labels should be shown:

  • outside bars and columns 
  • inside pie charts

Displaying the Legend

  • If chart colours do not reflect the labels, show the legend on top right hand corner.

Charts - Axis label

  • Avoid using axis labels for 'Count'.
  • If the chart is on a screen, and the container already states what the chart is showing, it is recommended to hide the axis label.
  • Only show the axis label when the data is not obvious.

Application Linking

  • It is important that you link your boards to your application as this is the main requirement for you to properly package and publish your application later on.